(以下内容从东兴证券《首席周观点:2025年第51周》研报附件原文摘录)金属行业:金属行业2026年度展望(Ⅰ):弱供给周期下的行业配置属性再探讨—工业金属板块已进入新一轮强景气周期全球金属行业上游进入弱供给周期。全球金属品种的矿端有效供给增量延续刚性化特征,2025年全球金属矿业上游勘探投入在2024年下降3%(124.8亿美元)基础上进一步下滑0.64%至124亿美元。尽管3年行业矿端平均资本...
Source Link(以下内容从东兴证券《首席周观点:2025年第51周》研报附件原文摘录)金属行业:金属行业2026年度展望(Ⅰ):弱供给周期下的行业配置属性再探讨—工业金属板块已进入新一轮强景气周期全球金属行业上游进入弱供给周期。全球金属品种的矿端有效供给增量延续刚性化特征,2025年全球金属矿业上游勘探投入在2024年下降3%(124.8亿美元)基础上进一步下滑0.64%至124亿美元。尽管3年行业矿端平均资本...
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